A pension consultation step by step
In a busy working environment, we know that it can be a challenge to find time for the employees’ pension consultations. With online advisory services, the consultation takes place over the phone and on the employee’s computer.
- The employee books a pension consultation either through the booking portal at the company's intranet or by completing a form here at pfa.dk.
- The employee is invited to forward certain information before the consultation - e.g. tax-related matters and other financial information. The employee will then receive offers based on this information.
- The employee prepares for the consultation, for instance by using My PFA.
- During the pension consultation, we use interactive tools that combine the identification of needs with qualified recommendations.